Broker Check

Our Team

James Budzyn



“Jim has 30+ years of financial services experience. He holds the CLU and ChFC designations from the American College and a Bachelor's Degree in Economics from Indiana University.”

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Martin Smith

Vice President


“Marty was a business owner for 15 years prior to embarking on postgraduate studies. Marty holds his Masters in Business Administration from Northwestern University's Kellogg School of Management in Evanston, Illinois. He achieved...

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